Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119B
AUM Growth
+$5.96B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,979
New
Increased
Reduced
Closed

Top Buys

1
+$3.09B
2
+$728M
3
+$474M
4
BND icon
Vanguard Total Bond Market
BND
+$429M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$227M

Top Sells

1
+$49.6M
2
+$38.7M
3
+$35.3M
4
SFNC icon
Simmons First National
SFNC
+$28.5M
5
PLTR icon
Palantir
PLTR
+$26.4M

Sector Composition

1 Technology 3.14%
2 Financials 1.23%
3 Consumer Discretionary 1.14%
4 Communication Services 0.91%
5 Healthcare 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$97.7K ﹤0.01%
1,251
-56
1927
$97.5K ﹤0.01%
1,484
+152
1928
$97K ﹤0.01%
2,644
-699
1929
$96K ﹤0.01%
1,850
+32
1930
$95.5K ﹤0.01%
7,484
1931
$95.3K ﹤0.01%
44,547
1932
$95.3K ﹤0.01%
1,797
+49
1933
$95K ﹤0.01%
542
+194
1934
$94.9K ﹤0.01%
3,002
+2,897
1935
$94.8K ﹤0.01%
5,345
-763
1936
$94.8K ﹤0.01%
2,217
1937
$94.7K ﹤0.01%
25,958
-2,124
1938
$94.4K ﹤0.01%
1,270
-18
1939
$94.2K ﹤0.01%
3,701
+2,479
1940
$94.2K ﹤0.01%
1,180
-640
1941
$93.9K ﹤0.01%
5,696
-405
1942
$93.4K ﹤0.01%
1,264
+51
1943
$93.3K ﹤0.01%
2,406
+256
1944
$93.2K ﹤0.01%
8,594
-9,231
1945
$93K ﹤0.01%
1,716
+83
1946
$92.7K ﹤0.01%
1,886
1947
$92.5K ﹤0.01%
2,187
1948
$92.5K ﹤0.01%
175
-3
1949
$92.3K ﹤0.01%
2,727
-232
1950
$91.7K ﹤0.01%
1,361
-425
76 77
78
79 80